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Core Wealth Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Core Wealth Advisors, Inc.
报告期 2026-03-31 · CIK 0001770532
持仓数
114
前50大市值合计
$394.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 28
增持 39
减持 40
清仓 43
方向
标的
Δ市值
现股数(环比)
清仓
EDOW
FIRST TR EXCHANGE TRADED FD
-$14.4M
0
-100%
清仓
FLV
AMERICAN CENTY ETF TR
-$14.1M
0
-100%
增持
ALTL
PACER FDS TR
+$11.2M
252,322
+13049%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
PALC
PACER FDS TR
+$11.1M
280,555
增持
IVV
ISHARES TR
+$10.5M
147,098
+25%
增持
IEFA
ISHARES TR
+$6.1M
261,497
+61%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$2.6M
1,368
-98%
建仓
—
HUTTIG BLDG PRODS INC
+$1.7M
161,820
建仓
SNPS
SYNOPSYS INC
+$1.4M
4,102
建仓
DDOG
DATADOG INC
+$1.3M
8,549
建仓
KLAC
KLA CORP
+$1.2M
3,389
清仓
—
ASML HOLDING N V
-$1.2M
0
-100%
建仓
ZS
ZSCALER INC
+$1.2M
4,925
建仓
INTU
INTUIT
+$1.2M
2,450
清仓
ISRG
INTUITIVE SURGICAL INC
-$1.1M
0
-100%
清仓
IDXX
IDEXX LABS INC
-$1.1M
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$1.0M
0
-100%
建仓
AVGO
BROADCOM INC
+$935.0K
1,485
建仓
IEMG
ISHARES INC
+$905.0K
16,292
清仓
MS
MORGAN STANLEY
-$859.0K
0
-100%
增持
LOW
LOWES COS INC
+$753.0K
4,358
+777%
增持
MSFT
MICROSOFT CORP
+$698.0K
3,415
+223%
增持
IJR
ISHARES TR
-$406.0K
122,116
+3%
增持
IJH
ISHARES TR
-$377.0K
50,200
+3%
清仓
JMST
J P MORGAN EXCHANGE-TRADED F
-$300.0K
0
-100%
清仓
MEAR
ISHARES U S ETF TR
-$299.0K
0
-100%
减持
PFF
ISHARES TR
-$273.0K
335
-95%
减持
COP
CONOCOPHILLIPS
+$262.0K
12,509
-9%
减持
GOOGL
ALPHABET INC
-$220.0K
346
-15%
清仓
MINT
PIMCO ETF TR
-$214.0K
0
-100%
清仓
PREF
PRINCIPAL EXCHANGE-TRADED FD
-$181.0K
0
-100%
建仓
QDPL
PACER FDS TR
+$163.0K
4,705
清仓
QYLD
GLOBAL X FDS
-$156.0K
0
-100%
建仓
COWZ
PACER FDS TR
+$151.0K
3,033
清仓
PTBD
PACER FDS TR
-$145.0K
0
-100%
减持
BLOK
AMPLIFY ETF TR
-$128.0K
1,008
-75%
增持
—
ACCENTURE PLC IRELAND
-$118.0K
2,608
+8%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$111.0K
744
增持
PFLD
ETF SER SOLUTIONS
+$106.0K
20,481
+35%
建仓
PYPL
PAYPAL HLDGS INC
+$105.0K
909
减持
IWM
ISHARES TR
-$98.0K
5,538
-0%
增持
IHAK
ISHARES TR
+$82.0K
6,562
+48%
减持
EFAV
ISHARES TR
-$79.0K
573
-63%
减持
T
AT&T INC
-$79.0K
475
-87%
建仓
DRSK
ETF SER SOLUTIONS
+$78.0K
2,776
减持
SPY
SPDR S&P 500 ETF TR
-$69.0K
2,675
-0%
增持
UFOX
ETF SER SOLUTIONS
+$68.0K
7,621
+46%
减持
PEP
PEPSICO INC
-$67.0K
1,041
-25%
减持
AAPL
APPLE INC
-$66.0K
11,782
-1%
清仓
CAT
CATERPILLAR INC
-$62.0K
0
-100%
减持
—
BLACKROCK INVT QUALITY MUN T
-$62.0K
2,735
-53%
减持
—
JPMORGAN CHASE & CO
-$61.0K
1,692
-69%
清仓
—
VIACOMCBS INC
-$61.0K
0
-100%
增持
IGSB
ISHARES TR
-$61.0K
119,499
+3%
清仓
—
VIACOMCBS INC
-$60.0K
0
-100%
增持
META
META PLATFORMS INC
+$59.0K
534
+198%
清仓
CVX
CHEVRON CORP NEW
-$59.0K
0
-100%
增持
PAVE
GLOBAL X FDS
+$54.0K
5,872
+50%
增持
SCHD
SCHWAB STRATEGIC TR
+$54.0K
8,361
+11%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$52.0K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$51.0K
989
建仓
TAXF
AMERICAN CENTY ETF TR
+$51.0K
987
减持
LIT
GLOBAL X FDS
-$51.0K
747
-42%
清仓
ABBV
ABBVIE INC
-$51.0K
0
-100%
建仓
MUST
COLUMBIA ETF TR I
+$51.0K
2,435
减持
C
CITIGROUP INC
-$50.0K
120
-87%
建仓
XBI
SPDR SER TR
+$50.0K
560
增持
DGRO
ISHARES TR
+$49.0K
9,854
+15%
减持
MLPX
GLOBAL X FDS
-$47.0K
198
-87%
清仓
QCOM
QUALCOMM INC
-$46.0K
0
-100%
减持
MRK
MERCK & CO INC
-$41.0K
789
-43%
清仓
CCD
CALAMOS DYNAMIC CONV & INCOM
-$41.0K
0
-100%
增持
—
EXCHANGE TRADED CONCEPTS TR
+$39.0K
10,427
+32%
减持
INTC
INTEL CORP
-$38.0K
1,288
-35%
增持
AMZN
AMAZON COM INC
+$37.0K
95
+16%
清仓
GDXJ
VANECK ETF TRUST
-$37.0K
0
-100%
减持
KO
COCA COLA CO
-$35.0K
45
-93%
减持
V
VISA INC
-$32.0K
860
-16%
增持
FMB
FIRST TR EXCH TRADED FD III
+$32.0K
1,139
+133%
清仓
—
WHEELS UP EXPERIENCE INC
-$31.0K
0
-100%
建仓
BUG
GLOBAL X FDS
+$31.0K
1,000
建仓
XYLD
GLOBAL X FDS
+$30.0K
613
清仓
—
LYONDELLBASELL INDUSTRIES N
-$28.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$27.0K
516
-49%
减持
JPM
JPMORGAN CHASE & CO
-$26.0K
964
-3%
清仓
STZ
CONSTELLATION BRANDS INC
-$25.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$24.0K
805
-10%
减持
EPRF
INNOVATOR ETFS TR
-$23.0K
4,300
-12%
增持
NVDA
NVIDIA CORPORATION
-$22.0K
1,171
+1%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$22.0K
298
建仓
—
ETF SER SOLUTIONS
+$20.0K
1,189
减持
—
DRAFTKINGS INC
-$19.0K
1,300
-19%
增持
ROBO
EXCHANGE TRADED CONCEPTS TR
+$18.0K
2,141
+40%
增持
NFLX
NETFLIX INC
+$18.0K
131
+152%
增持
ARKG
ARK ETF TR
-$18.0K
2,078
+13%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$17.0K
0
-100%
增持
SHYG
ISHARES TR
-$16.0K
141,971
+3%
减持
MUB
ISHARES TR
-$16.0K
1,221
-5%
清仓
AMAT
APPLIED MATLS INC
-$16.0K
0
-100%
增持
—
ETF SER SOLUTIONS
+$14.0K
6,623
+24%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$14.0K
100
-83%
增持
F
FORD MTR CO DEL
+$13.0K
3,247
+59%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$12.0K
164
减持
—
EXXON MOBIL CORP
+$11.0K
576
-6%
减持
PCAR
PACCAR INC
-$10.0K
122
-50%
增持
CINF
CINCINNATI FINL CORP
+$8.0K
335
+1%
清仓
ELV
ANTHEM INC
-$8.0K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$8.0K
0
-100%
增持
HNDL
STRATEGY SHS
+$8.0K
7,168
+13%
减持
BX
BLACKSTONE INC
-$7.0K
265
-16%
减持
WMT
WALMART INC
-$7.0K
952
-7%
清仓
ON
ON SEMICONDUCTOR CORP
-$7.0K
0
-100%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$7.0K
450
+80%
建仓
DHI
D R HORTON INC
+$7.0K
100
建仓
BCC
BOISE CASCADE CO DEL
+$7.0K
100
减持
UPS
UNITED PARCEL SERVICE INC
-$6.0K
5
-84%
减持
AXP
AMERICAN EXPRESS CO
-$6.0K
7
-83%
清仓
SJM
SMUCKER J M CO
-$6.0K
0
-100%
减持
—
HIVE BLOCKCHAIN TECHNLGIES L
-$6.0K
2,500
-43%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$6.0K
10
-97%
增持
DIS
DISNEY WALT CO
+$6.0K
379
+27%
清仓
CRM
SALESFORCE COM INC
-$6.0K
0
-100%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$5.0K
35
-53%
增持
ULTA
ULTA BEAUTY INC
+$5.0K
46
+48%
减持
JNJ
JOHNSON & JOHNSON
-$5.0K
614
-8%
清仓
MRNA
MODERNA INC
-$5.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$5.0K
0
-100%
增持
QLD
PROSHARES TR
+$5.0K
200
+100%
增持
WOOF
PETCO HEALTH & WELLNESS CO I
+$4.0K
550
+57%
减持
QQQ
INVESCO QQQ TR
-$4.0K
21
-30%
减持
FDVV
FIDELITY COVINGTON TRUST
-$4.0K
782
-15%
减持
CF
CF INDS HLDGS INC
-$3.0K
75
-50%
增持
GOOG
ALPHABET INC
+$3.0K
407
+4%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$3.0K
40,801
+8%
清仓
TGT
TARGET CORP
-$3.0K
0
-100%
清仓
BYRN
BYRNA TECHNOLOGIES INC
-$3.0K
0
-100%
清仓
—
TWITTER INC
-$3.0K
0
-100%
清仓
PDD
PINDUODUO INC
-$2.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.0K
0
-100%
清仓
—
INVESCO MORTGAGE CAPITAL INC
-$2.0K
0
-100%
清仓
CLOV
CLOVER HEALTH INVESTMENTS CO
-$2.0K
0
-100%
建仓
DBX
DROPBOX INC
+$2.0K
100
清仓
—
MARPAI INC
-$1.0K
0
-100%
建仓
AUR
AURORA INNOVATION INC
+$1.0K
100
建仓
TACK
CAPITOL SER TR
+$1.0K
20
增持
SCHB
SCHWAB STRATEGIC TR
-$1.0K
190
+100%
清仓
—
TRAEGER INC
-$1.0K
0
-100%
增持
BATT
AMPLIFY ETF TR
+$0
18,908
+5%
增持
PSEC
PROSPECT CAP CORP
+$0
2,056
+2%
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$0
5,960
+12%